AlphaCore Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

AlphaCore Capital’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Sell	529 -1,381	-72%	-$398K	﹤0.01%	1146
2026 Q1	$492K	Buy	1,910 +1,381	+261%	+$379K	0.01%	550
2025 Q4	$148K	Buy	529 +303	+134%	+$86.7K	﹤0.01%	1036
2025 Q3	$66.5K	Hold	226	–	–	﹤0.01%	844
2025 Q2	$64.4K	Hold	226	–	–	﹤0.01%	787
2025 Q1	$55.3K	Buy	+226	New	+$58.8K	﹤0.01%	580

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AlphaCore Capital's VOT Position: Q2 2026 in Review

AlphaCore Capital reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 72% in Q2 2026, selling an estimated $398K and leaving 529 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

AlphaCore Capital first reported a position in VOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $492K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

AlphaCore Capital held 529 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $162K as of Q2 2026.
AlphaCore Capital sold 1,381 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $398K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1146 holding.
AlphaCore Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $492K in Q1 2026.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.